Teva (Seite 304)

[Klampar]

Antwort auf Beitrag Nr.: 59.121.053 von paul81 am 02.11.18 09:46:31

Es sollten aber noch wesentlich höhere Kurse mittelfristig drin sein, m.E.

[walle1fc]

Für Teva Pharmaceutical geht es um 1,2 Prozent nach oben. Morgan Stanley hat die Aktie auf "Overweight" von "Equal-Weight" hochgestuft.

[paul81]

habe gestern Call Optionen mit Strike $24 (Jan 19), $27 (Jun 19) und $30 (Jan 20) auf meine Bestände verkauft und Prämien einkassiert, Strategie hat gut funktioniert die letzten Monate

[FinanceWatch]

Solides Q3, aber nichts wirklich überraschendes. Der heutige Anstieg hat mich trotz allem sehr überrascht. Hatten wohl einige schlimmes erwartet....

[pickuru]

Ratiopharm-Mutter etwas zuversichtlicher

https://www.teleboerse.de/aktien/Ratiopharm-Mutter-etwas-zuv…

[TheFranchiser]

Teva stock surges 6% on Q3 beats, upbeat guidance
Published: Nov 1, 2018 7:19 a.m. ET

Teva Pharmaceutical Industries Ltd. TEVA, +5.46%stock rose 6.1% in Thursday premarket trade after the company reported third-quarter profit and revenue beats and raised its 2018 outlook. The company reported a loss of $273 million, or a loss of 27 cents per share, after earnings of $530 million, or 52 cents per share in the year-earlier period. Adjusted earnings-per-share were 68 cents, above the FactSet consensus of 54 cents. Revenue declined to $4.53 billion from $5.62 billion, above the FactSet consensus of $4.46 billion. The latest results include a revenue beat for the company's North America segment and and a miss for its European and International Markets segments, as compared with the FactSet consensus. Teva's revenue from other activities also came in above the consensus. The latest results include strong growth for the company's therapy for Huntington's disease chorea, Austedo, while its multiple sclerosis therapy Copaxone -- which has been facing generic competition -- maintained market share, Schultz said. The company has also achieved cost reductions of $1.8 billion in the first nine months of the year due to its major restructuring plan, Chief Executive Kåre Schultz said. Teva now expects 2018 EPS of $2.80 to $2.95, an increase from previous guidance of $2.55 to $2.80, and above the FactSet consensus of $2.73. Shares of the U.S.-listed Teva have dropped 16.3% over the last three months, compared with a 3.6% drop in the S&P 500 SPX, +1.09%and a 0.9% decline in the Dow Jones Industrial Average DJIA, +0.97%

https://www.marketwatch.com/story/teva-stock-surges-6-on-q3-…

[TheFranchiser]

November 1, 2018 / 12:30 PM / Updated 10 minutes ago

Teva Pharm third-quarter profit tops estimates, raises 2018 profit forecast

TEL AVIV (Reuters) - Israel’s heavily indebted Teva Pharmaceutical Industries (TEVA.TA) reported a smaller-than-expected drop in third-quarter profit on Thursday and raised its earnings outlook for 2018.

The world’s largest generic drugmaker earned 68 cents per share excluding one-time items in the July-September period, down from $1.00 a year earlier. Revenue fell 19 percent to $4.53 billion.

Analysts had forecast Teva (TEVA.N) would earn 54 cents a share ex-items on revenue of $4.53 billion, according to I/B/E/S data from Refinitiv.

For the full year it raised its forecast for adjusted EPS to $2.80-$2.95 from a previous estimate of $2.55-$2.80.



Reporting by Tova Cohen; Editing by Steven Scheer

https://www.reuters.com/article/us-teva-pharm-ind-results/te…

[codiman]

Einmal mehr, wird auf die Qualität des Ergebnisses geachtet...

Nicht das Ergebnis alleine, sondern wie es zu Stande kommt wird heute den Ausschlag geben.
Risiken sieht man bei den Generika Verkäufen. Ein gutes Ergebnis bei Copaxone wird negativ ausgelegt, weil der Absatz mittelfristig schrumpft.
Genau wird auf Ajovy uns Austedo geachtet, hier erwartet man starke Zuwächse, alles andere wird als Enttäuschung gewertet

Allen viel Erfolg.
Gruß codiman


Teva’s target for $4 billion in U.S. generic sales this year is “clearly at risk,” Bernstein analyst Ronny Gal said in an interview, but he still expects the company to beat the consensus estimate on earnings as margins improve. Gal also says sales of Teva’s top-selling multiple sclerosis drug, Copaxone, may not be dropping as fast as some expect.

Analysts from Morgan Stanley and Wells Fargo also have concerns about a weak market for generics. If the company does beat estimates, but does so because of sales of Copaxone, cost-cutting or other short-term factors, the shares could see a down day anyway, warned Wells Fargo’s David Maris.

Investors will also be listening for remarks on its migraine medicine Ajovy after a key pharmacy benefit manager snubbed the treatment, instead giving drugs from Eli Lilly & Co. and Amgen Inc. preferred status.

Austedo, another newer branded drug for Teva, may surprise to the upside, Bloomberg Intelligence’s Curt Wanek wrote. Wanek expects the drugmaker to beat on earnings but miss on sales with Copaxone the “biggest swing factor

[volatil1]

Antwort auf Beitrag Nr.: 58.995.054 von shuntifumi am 18.10.18 17:27:21

… But Carter estimated that only about 128,000 of the 83 million people who get their prescription drug benefits through Express Scripts will be good candidates for the migraine-prevention drugs. …

"Nur" 128.000 potentielle Kunden. Da werden interessante Messlatten aufgelegt. Jeder gewonnene Kunde in chronischen Krankheitsfeldern ist Gold wert.

[shuntifumi]

Hier noch was von Reuters zu dem Thema:

… Teva, in an emailed statement, said it was “disappointed” with Express Scripts’ decision, but has programs in place to make sure patients can access Ajovy, which is seeing “strong demand” in the few weeks since its launch. …

… But Carter estimated that only about 128,000 of the 83 million people who get their prescription drug benefits through Express Scripts will be good candidates for the migraine-prevention drugs. …

Quelle: https://www.reuters.com/article/...-drugs-excludes-teva-idUS…